Target Rock Advisors Update List of Sustainable Utility Leaders

Research these Stocks on Kapitall’s Playground Now

In May of 2012 Kapitall interviewed Richard Rudden, Managing Partner of Target Rock Advisors. He highlighted the rapid increase of dollars invested in socially responsible firms and suggested utility stocks are a logical and profitable place for socially responsible investors.

"Utilities are rarely considered candidates for the large and rapidly growing number of socially responsible investing funds," Rudden had said, “but we want to call attention to the industry for people looking for more income producing steady growth in their portfolio.”

To that end, his firm creates unique sustainability utility indexes ranked by environmental stewardship, economic performance and societal contribution. Together their “triple bottom line” approach has led to some impressive index results with strong payouts, average earnings growth, and names that consistently grow or maintain their dividends.

Target Rock's high-sustainability index, listed here returned an impressive average 13% 1-year return. In the lead is Sempra Energy (SRE) with a 36.7% 1-year return. Sempra also ranks highest under the "triple bottom line" approach.

2013 Winners

With its flagship index, the Target Rock Sustainable Utility Leaders Index (SULI), the advisory team focuses more on comparing sustainability leaders with non or lesser sustainability leaders. On Tuesday morning (March 26, 2013) Managing Partner Richard Rudden and co-founder Kyle Rudden announced updates to the index.

According to the press release the 2013 winners "have been chosen from a field of approximately 150 publicly traded energy utilities and related companies domiciled in the United States, representing some 350 distinct operating subsidiaries. The awards are grouped into market capitalization categories to acknowledge the different challenges faced by utilities because of their size."

Investing Ideas

Target Rock says their The Sustainable Utility Leadership Index can be used by investors to guide sustainable and socially responsible portfolio decisions. Interested in making a sustainable investment? Here are the award recipients sorted in categories in alphabetical order:

3. Sempra Energy (SRE, Earnings, Analysts, Financials): Engages in the development of energy infrastructure, operation of utilities, and provision of energy-related products and services worldwide.

Market cap at $19.28B, most recent closing price at $79.22. Dividend yield 3.18%. Payout ratio: 67.52%. Sempra's rank as #1 in sustainability was announced March 19 during the ‘State of Energy’ dinner at the EnergyBiz Leadership Forum in Washington, DC.

Average return of the large cap award winners is 17%. Compare performance with the Turbo Chart below:&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;lt;p&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;gt;Your browser does not support iframes.&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;lt;/p&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;gt;

Top 3 Mid-Cap Award Recipients:

1. IdaCorp, Inc. (IDA, Earnings, Analysts, Financials): Engages in the generation, transmission, distribution, sale, and purchase of electric energy in the United States.

Average return of the mid cap award winners is 20%. Compare performance with the Turbo Chart below:

&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;lt;p&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;gt;Your browser does not support iframes.&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;lt;/p&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;gt;

Top 3 Small Cap Award Recipients:

1. ALLETE, Inc. (ALE, Earnings, Analysts, Financials): Engages in the generation, transmission, and distribution of electric power in the United States.

Average return of the small cap award winners is 14%. Compare performance with the Turbo Chart below:

&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;lt;p&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;gt;Your browser does not support iframes.&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;lt;/p&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;gt;

Finally, compare changes in dividend yield over the past two years for all 9 utilities mentioned above:

&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;lt;p&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;gt;Your browser does not support iframes.&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;lt;/p&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;gt;

I truly ensure that the content articles on this web site are incredibly great and extremely useful along with useful to readers. The materials involved in the post can be quite full, straightforward which enables it to end up being paid for. I like examining with any luck , I am able to share with various other followers.

ABOUT KAPITALL WIRE

Copyright 2017 New Kapitall Holdings, LLC All rights reserved. Kapitall Generation (“KapGen”) is a wholly owned subsidiary
of New Kapitall Holdings, LLC. KapGen acts as an introducing broker/dealer to Apex Clearing Corporation ("Apex"). Check the
background of Kapitall Generation LLC on [FINRA’s BrokerCheck].
Your account is with Apex who serves as the clearing agent and IRA Custodian. KapGen and Apex are members of SIPC, which
offers protection securities customers of its members up to $500,000 (including up to $250,000 for claims for cash). For
an explanatory brochure, please contact SIPC at (202) 371-8300 or visit http://www.sipc.org.

All
investments involve risk and the past performance of a security, or financial product does not guarantee future results or
returns. Keep in mind that while diversification may help spread risk it does not assure a profit, or protect against loss,
in a down market. There is always the potential of losing money when you invest in securities, or other financial products.
Investors should consider their investment objectives and risks carefully before investing. Investors should be aware that
system response, execution price, speed, liquidity, market data, and account access times are affected by many factors, including
market volatility, size and type of order, market conditions, system performance, and other factors. Margin trading involves
interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral
in a falling market. Before using margin, customers must determine whether this type of trading strategy is right for them
given their specific investment objectives, experience, risk tolerance, and financial situation. For more information please
see our Margin Disclosure Statement, Margin Agreement and FINRA Investor Information. These disclosures contain information
on our lending policies, interest charges, and the risks associated with margin accounts.

Investors should consider
the investment objectives and unique risk profile of Exchange Traded Funds (ETFs) carefully before investing. ETFs are subject
to risks similar to those of other diversified portfolios. Leveraged and Inverse ETFs may not be suitable for all investors
and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex
investment strategies.

Investment advisory services, and asset allocation services are offered through Wealthyx.
Asset allocation and diversification does not necessarily eliminate the risk of experiencing investment loss. Neither KapGen
nor Wealthyx warrant or guarantee its process will lead to success. You take all responsibility for all trading actions,
and should make every effort to understand the risks, fees, and potential implications involved.

Kapitall Wire,
which is not a broker/dealer, offers free cutting edge content and commentary and is produced for informational purposes
only and should not be construed as research.

Kapitall Wire is a product offered by New Kapitall Holdings, however
KapGen compliance personnel will oversee all Kapitall Wire material prior to release.